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Foundations Investment Advisors’s Goldman Sachs GS Stock Holding History

Foundations Investment Advisors’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.9M Buy
72,064
+5,143
+8% +$5.01M 0.75% 32
2026
Q1 		$56.6M Buy
66,921
+5,383
+9% +$4.8M 0.7% 36
2025
Q4 		$54.1M Buy
61,538
+5,912
+11% +$4.82M 0.71% 40
2025
Q3 		$44.3M Buy
55,626
+4,593
+9% +$3.4M 0.64% 39
2025
Q2 		$36.1M Buy
51,033
+3,110
+6% +$1.8M 0.57% 51
2025
Q1 		$26.2M Buy
47,923
+39,608
+476% +$23.8M 0.48% 56
2024
Q4 		$4.76M Buy
8,315
+6,511
+361% +$3.63M 0.09% 196
2024
Q3 		$893K Buy
1,804
+38
+2% +$18.6K 0.02% 380
2024
Q2 		$799K Sell
1,766
-1,377
-44% -$604K 0.02% 386
2024
Q1 		$1.31M Sell
3,143
-125
-4% -$48.5K 0.03% 278
2023
Q4 		$1.25M Buy
3,268
+552
+20% +$184K 0.03% 275
2023
Q3 		$879K Buy
2,716
+784
+41% +$262K 0.03% 302
2023
Q2 		$623K Sell
1,932
-119
-6% -$39.1K 0.02% 324
2023
Q1 		$671K Buy
2,051
+216
+12% +$75.2K 0.02% 282
2022
Q4 		$630K Buy
1,835
+49
+3% +$17.1K 0.03% 249
2022
Q3 		$523K Buy
1,786
+635
+55% +$206K 0.02% 237
2022
Q2 		$338K Buy
+1,151
New +$358K 0.01% 282

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foundations Investment Advisors's GS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Goldman Sachs (GS) stake by 7.7% in Q2 2026, buying an estimated $5.01M and bringing the position to 72,064 shares worth $72.9M. The position accounts for 0.75% of the portfolio, ranked #32.

Foundations Investment Advisors first reported a position in GS in Q2 2022 and has held it in 17 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Foundations Investment Advisors held 72,064 shares of Goldman Sachs worth $72.9M as of Q2 2026.
  • Foundations Investment Advisors bought 5,143 Goldman Sachs shares in Q2 2026, an estimated $5.01M.
  • Goldman Sachs made up 0.75% of Foundations Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Foundations Investment Advisors first reported a position in Goldman Sachs in Q2 2022 and has held it in 17 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.